IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,164
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.91M
3
+$4.13M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.43M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.56M

Top Sells

1
+$8.37M
2
+$5.17M
3
+$4.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.77M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.76M

Sector Composition

1 Technology 6.6%
2 Healthcare 5.57%
3 Financials 5.36%
4 Consumer Discretionary 4.27%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$15K ﹤0.01%
498
2602
$15K ﹤0.01%
57
-36
2603
$15K ﹤0.01%
274
2604
$15K ﹤0.01%
1,297
-22,801
2605
$15K ﹤0.01%
107
2606
$15K ﹤0.01%
+352
2607
$15K ﹤0.01%
459
2608
$15K ﹤0.01%
2,000
-584
2609
$15K ﹤0.01%
3,000
-240
2610
$15K ﹤0.01%
600
2611
$15K ﹤0.01%
991
+7
2612
$15K ﹤0.01%
+525
2613
$14K ﹤0.01%
+825
2614
$14K ﹤0.01%
2,115
+2,105
2615
$14K ﹤0.01%
268
+12
2616
$14K ﹤0.01%
78
2617
$14K ﹤0.01%
312
2618
$14K ﹤0.01%
648
2619
$14K ﹤0.01%
174
+88
2620
$14K ﹤0.01%
5,500
2621
$14K ﹤0.01%
+1,000
2622
$14K ﹤0.01%
429
-1
2623
$14K ﹤0.01%
258
2624
$14K ﹤0.01%
137
-33
2625
$14K ﹤0.01%
275
+250
103 104
105
106 107